Position in CRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$150,534
-$6,600 QoQ
Shares Held
16,652
+12.1% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 20 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Welch Group, LLC holds $2,989,719 across 6 Oil & Gas E&P names. CRT ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
11,538 | $1,199,490 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
5,578 | $980,500 | |
| 3 | CRGY |
Crescent Energy Co
|
48,396 | $475,248 | |
| 4 | CRT |
Cross Timbers Royalty Trust
This page
|
16,652 | $150,534 | |
| 5 | SJT |
San Juan Basin Royalty Trust
|
35,508 | $113,980 | |
| 6 | MTR |
Mesa Royalty Trust/Tx
|
22,570 | $69,967 |
All Filings in CRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,534 | 16,652 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $157,134 | 14,852 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||